Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 61,830 shares of IEFA stock, worth $4.79 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
61,830
Previous 60,814
1.67%
Holding current value
$4.79 Million
Previous $4.51 Million
0.49%
% of portfolio
0.05%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding IEFA
# of Institutions
1,940Shares Held
1.42BCall Options Held
142KPut Options Held
534K-
Bank Of America Corp Charlotte, NC173MShares$13.4 Billion1.12% of portfolio
-
Morgan Stanley New York, NY98.7MShares$7.64 Billion0.56% of portfolio
-
Jones Financial Companies Lllp84.5MShares$6.54 Billion7.1% of portfolio
-
Wells Fargo & Company San Francisco, CA60.1MShares$4.65 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.57 Billion14.41% of portfolio